QQQ vs WEBS

QQQ vs WEBS

Which is better, QQQ or WEBS?

Opposite sides of the same exposure.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.85, so holding both offsets the exposure while paying both fees.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQWEBS
Expense Ratio0.18%Best1.07%
AUM$486.1B$7M
Dividend Yield0.44%3.20%
Holdings1076
YTD Return+17.54%Best-31.59%
1Y Return+25.59%Best-20.54%
3Y Return (annualized)+24.63%Best-48.25%
5Y Return (annualized)+14.18%Best-34.41%
Volatility (annualized)20.8%Best65.2%
Max Drawdown-35.1%-
$10,000 over 5 years$19,407Best$1,214
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap GrowthTrading-Inverse Equity
InceptionMar 10, 1999Nov 7, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 4, 2026 (6.8 years).

QQQ vs WEBS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.8 years both funds cover.

QQQ vs WEBS Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Direxion Daily Dow Jones Internet Bear 3X ETF (WEBS) is an ETF from Direxion Shares ETF Trust. Over the past year QQQ returned +25.59% while WEBS returned -20.54%. Year to date, QQQ is up 17.54% versus a loss of 31.59% for WEBS.

Over three years, QQQ compounded at +24.63% per year against -48.25% for WEBS; over five years the annualized figures are +14.18% and -34.41% respectively. Across the full 7-year window we track, QQQ has the edge at +21.15% annualized vs -52.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEBS has been the more volatile fund, with annualized monthly volatility of 65.2% compared with 20.8% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.85. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

QQQ charges 0.18% per year while WEBS charges 1.07%. On a $10,000 position that is $18 vs $107 annually, a gap of $89 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 3.20% for WEBS.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 2 in WEBS, totalling 99.9% and 119.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 2 in WEBS, against full books of 107 and 6.

You are not choosing between two funds in isolation.

Whichever of QQQ and WEBS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQWEBS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or WEBS?

QQQ has an expense ratio of 0.18% while WEBS charges 1.07%. QQQ is the cheaper option, by $89 a year on a $10,000 investment.

Which performed better, QQQ or WEBS?

Over the past year QQQ returned +25.59% vs -20.54% for WEBS, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +21.15% vs -52.19% for WEBS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or WEBS?

WEBS has been the more volatile fund at 65.2% annualized versus 20.8% for QQQ.

Should I hold both QQQ and WEBS?

QQQ and WEBS have a monthly-return correlation of -0.85, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, QQQ or WEBS?

QQQ yields 0.44% while WEBS yields 3.20%, so WEBS currently pays the higher dividend yield.

Is WEBS better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.85, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.